Branch Manager

KeyBank • Mahopac, NY

7d • $69,000 - $105,000 • Onsite

About The Position

The Branch Manager leads and develops a branch team to provide excellent client service, understand client needs, and recommend financial solutions that support clients’ financial wellness and goals. The manager is accountable for branch operations and compliance, directs the team on operational and regulatory procedures, and ensures completion of required operational tasks. The role leads consistent execution of the Branch Playbook to achieve branch goals and focuses on acquiring and growing small business relationships. The manager also serves as a leader in the local community and/or designated business area.

The position includes building community networks and centers of influence, calling on small business clients, growing business through retention, expansion, and acquisition, and partnering with other lines of business. The Branch Manager manages staffing and schedules, recruits and onboards teammates, and coaches and manages performance. The role is based in a branch, includes occasional travel that may require an overnight stay, and requires routinely and frequently operating a motor vehicle with a valid driver’s license.

Requirements

• High school diploma, GED, or equivalent experience.
• At least 3 years of experience in a sales capacity, with demonstrated ability to lead and coach a successful sales team.
• At least 3 years of demonstrated small business deposit and credit experience and familiarity with small business operations.
• General understanding of financial statements and concepts.
• Demonstrated understanding of consumer credit, including loan-to-value, debt-to-income, and credit reports.
• Demonstrated ability to leverage centers of influence to promote business.
• Demonstrated experience influencing business partners, including investment services, mortgage, and business banking sales professionals.
• Demonstrated ability to communicate effectively and strong public speaking skills.
• Ability to routinely and frequently operate a motor vehicle with a valid driver’s license.
• Ability to communicate face to face and by phone; frequent use of hands to manipulate or grasp objects; occasional bending and lifting from floor height; frequent lifting of 1–10 pounds and occasional lifting of up to 30 pounds.

Nice To Haves

• Bachelor’s degree.
• Notary license.

Responsibilities

• Create a strong client experience by being present with clients and teammates and delivering distinctive service.
• Call on small business clients in the community and develop community networks and centers of influence to generate prospective client referrals.
• Grow branch business through retention, expansion, and acquisition, and lead the team toward activity, behavior, outcome, and individual performance expectations.
• Lead and develop the branch team, ensuring knowledge of the bank’s products, services, sales and service process, and competitive landscape.
• Build partnerships within the branch and with other lines of business to acquire clients and deepen existing client relationships; manage internal and external centers of influence.
• Manage branch staffing and direct-report schedules, including recruiting, interviewing, selecting, onboarding, and training teammates, and deploying staff to other branches as needed.
• Coach and manage performance through observation, joint sales calls, development planning, training tools, and reward and recognition.
• Guide the branch team on regulatory, security, and internal controls and ensure timely completion of branch operational tasks.
• Work on Saturdays as directed by management.
• Perform other assigned duties and comply with KeyBank policies, procedures, and Code of Conduct.

Benefits

• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• The job posting refers to a benefits list for which the position is eligible but does not specify individual benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: High school or GED